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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$2.73B +$560M +9,088,184 +27%
LPL Financial
2
LPL Financial
California
$2.06B +$147M +2,389,144 +8%
Creative Planning
3
Creative Planning
Kansas
$1.83B +$61.9M +1,005,769 +4%
Advance Capital Management
4
Advance Capital Management
Michigan
$868M +$24.7M +402,001 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$724M +$60.6M +984,142 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$658M +$75.9M +1,232,825 +14%
Morgan Stanley
7
Morgan Stanley
New York
$602M +$178M +2,897,680 +44%
Bank of America
8
Bank of America
North Carolina
$560M +$97.7M +1,586,185 +22%
OneDigital Investment Advisors
9
OneDigital Investment Advisors
Kansas
$512M +$53.5M +869,589 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$484M +$20.3M +330,354 +5%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$427M +$9.7M +156,870 +2%
Clark Capital Management Group
12
Clark Capital Management Group
Pennsylvania
$393M +$15.4M +250,543 +4%
Allianz Asset Management
13
Allianz Asset Management
Germany
$346M +$306M +4,973,357 +1,165%
Advocacy Wealth Management Services
14
Advocacy Wealth Management Services
Georgia
$323M -$16.7M -270,788 -5%
Financial Engines Advisors
15
Financial Engines Advisors
California
$321M +$1.56M +25,394 +0.5%
Sumitomo Life Insurance
16
Sumitomo Life Insurance
Japan
$309M +$314M +5,092,600 New
Stadion Money Management
17
Stadion Money Management
Georgia
$299M -$130M -2,110,139 -31%
1900 Wealth Management
18
1900 Wealth Management
Texas
$265M +$46.4M +753,943 +22%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$248M +$43.3M +703,276 +22%
Private Advisor Group
20
Private Advisor Group
New Jersey
$243M +$14.7M +237,970 +7%
Ameriprise
21
Ameriprise
Minnesota
$234M +$89.4M +1,452,691 +66%
GM Advisory Group
22
GM Advisory Group
New York
$216M +$8.02M +130,244 +4%
AssetMark Inc
23
AssetMark Inc
California
$214M -$39.8M -647,126 -16%
Wealthcare Advisory Partners
24
Wealthcare Advisory Partners
Pennsylvania
$213M +$15.7M +255,134 +8%
Gradient Investments
25
Gradient Investments
Minnesota
$207M -$23.3M -377,821 -10%